58.com: Foregone Conclusion Amidst Proxy Advisor Pushback
On the 2 April, China's 58.Com Inc (WUBA US) received a preliminary, nonbinding proposal from Ocean Link Partners, at $27.50 per Class A or Class...
539 Views
TRACKING TRAFFIC/Chinese Tourism: Outbound Still Stagnant | Domestic Rebound Suggests Wary Consumer
Chinese outbound travel remained stagnant in July. We will watch closely to see if relaxed travel restrictions in a few markets result in a surge...
345 Views
Meituan-Dianping: Cleaning up Q2 Results Reveals Lackluster Operating Leverage, Other Challenges
Meituan-Dianping's headline Q2 numbers (out Friday August 21st) looked good, with reported Operating Profit rising 96% YoY on Covid19-hit Revenue...
302 Views
Our Tech Portfolio Update: Capitalizing on Domestic Opportunities Amidst Heightened US-China Tension
Huya Merger News Propels Stock Upwards; Tencent Gains Subdued from Rising US-China TensionsThe months of July and August saw a broad level rise in...
364 Views
Huazhu HK Secondary Listing - Early Look - Needs the Cash More than Most Secondary Candidates
Huazhu Group (HTHT US) has filed confidentially for a US$1bn secondary listing in Hong Kong, as per media reports. In our earlier insight, China...
500 Views